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Building 2SUMMIT INVESTMENT GROUP, LLC

Map pinTULSA, OK
Phone918-477-7227
NotebookSEC #801-67315
Total AUM
$22.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11733 SOUTH SANDUSKY AVE.
TULSA
OK 74137
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
918-477-7227

ReceiptFinancials

Total AUM
$22.8M
Accounts
148
Discretionary
$16.2M
Accounts
132
Non-Discretionary
$6.6M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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